Investment Accounts
Build Your Assets
Investing in your future is now easier and more convenient! Whether you are new to investing or an old pro, LGFCU has a way to get you started.
Begin building your assets with the following products and services:
- Money Market Share Account
- IRAs (Individual Retirement Account)
- Members® Trust Investment Accounts
- Investment Advisory Accounts (through Credit Union Investment Services)
Members® Trust Company*
LGFCU members can diversify their holdings by investing in portfolios managed by our partner Members® Trust Company. These asset allocations fall into those primarily made up of mutual funds and those which include Exchange Traded Funds (ETFs).
Credit Union Investment Services (CUIS)**
Additional investment options offered by investment advisor representatives at branches throughout the state. Contact your local branch and ask to speak with an investment representative.
When you're ready to begin investing, LGFCU has an array of opportunities for you to build wealth over time.
Contact a Financial Planner
- Toll-free: 877.367.5428
- Email: financialplanner@lgfcu.org
*Trust services provided by MEMBERS®Trust Company. Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity and involve investment risks, including the possible loss of principal. This is for information purposes only and is not to provide tax or legal advice regarding your situation. For tax or legal advice, please contact your tax or legal professional.
**Investment Advisory Services offered to North Carolina residents through Credit Union Investment Services. Securities products offered through SECU Brokerage Services, Inc. Member FINRA / SIPC. Securities products are not credit union deposits and are not insured by the NCUA or any federal government agency. They are not obligations of, or guaranteed by, a credit union or Credit Union Investment Services, and are subject to investment risks, including possible loss of principal.
